need to know Podcasts

What’s driving divergent GDP across the US , Europe and UK, looking back on a strong month for stock markets and why the US Federal Reserve is data dependant.

In a special episode of Need to Know Sarah Muir spoke to Coutts Chairman, Lord Waldegrave to get his thoughts on the Conservative Party leadership contest. Topics covered include the future direction of the party, claims this is a ‘fractious’ campaign and the role Boris Johnson may play when he finally leaves number 10.

It’s a big week for data, not least Wednesday’s US Federal Meeting. A lot of what we learn this week about growth, inflation and interest rates will set the mood for markets over the coming months.

The latest investor sentiment report from the Bank of America, the ECB to raise rates and what that means for Italy and the latest from US corporate earnings season.

The Conservative party leadership contest and what it means for the UK economy, dollar strength rather than sterling weakness, and key US data.

In special episode Sarah Muir spoke with Coutts Managing Director and former soldier, Alex Liddle about the war in Ukraine. Does Russia’s victory in Lysychansk mark a change in fortunes for Putin? Do we see a swift resolution to the conflict or a long drawn out war of attrition and how would that impact markets?

A recession in name only, wise words on investing during periods of peak pessimism and an esoteric measurement the Fed uses to gauge the outlook for inflation.

Recent controversy surrounding responsible investing, agreeing on ESG terminology, and why current headwinds won’t impact our long term responsible investing commitments.

Alan Higgins and Sarah Muir consider the three Rs – recession outlook, rebounds and Russian debt default.

What can previous bear markets tell us about what to expect this time round?

Alan Higgins and Sarah Muir compare and contrast 1973/74, 2000 – 2002 and 2008/09. 

Market reaction to Friday’s red-hot US CPI data, the latest UK GDP data and cryptocurrencies under pressure.

What research tells us about the value of the old adage, ‘sell in May’, expectations ahead of this week’s US CPI number and last but not least, the latest on Elon Musk’s bid for Twitter and Tesla’s exclusion form major ESG indices.

‘Buy the dip’ vs ‘sell in May’, the ECB finally shifts towards a more hawkish stance, and thoughts on Stuart Kirk’s controversial climate change comments.